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Et tu, Vanguard? (#358)
MP3•Episode home
Manage episode 462925541 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts.
- Vanguard to Pay More than $100 Million Over Target Date Violations
- US Inflation Calculator
- 403bwise Vendor Grades
- LA Wildfire Relief
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
303 episodes
MP3•Episode home
Manage episode 462925541 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts.
- Vanguard to Pay More than $100 Million Over Target Date Violations
- US Inflation Calculator
- 403bwise Vendor Grades
- LA Wildfire Relief
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
303 episodes
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